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iShares iBonds 2029 Term High Yield and Income ETF

91 hedge funds and large institutions have $257M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

21% more funds holding

Funds holding: 7591 (+16)

15% more capital invested

Capital invested by funds: $223M → $257M (+$34.1M)

1.13% less ownership

Funds ownership: 67.2%66.07% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
23
Increased
41
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSEWM
51
River's Edge Wealth Management
Pennsylvania
$369K +$1.53K +65 +0.4%
IA
52
IFP Advisors
Florida
$365K -$114K -4,852 -24%
FCH
53
Freestone Capital Holdings
Washington
$349K -$130K -5,532 -27%
SWM
54
Segment Wealth Management
Texas
$337K +$341K +14,490 New
HL
55
HeadInvest LLC
Maine
$327K -$304K -12,950 -48%
RA
56
Ruggaard & Associates
Ohio
$319K +$322K +13,694 New
OAM
57
Occidental Asset Management
California
$310K
LT
58
Legacy Trust
Michigan
$264K
WA
59
Waverly Advisors
Alabama
$251K -$35.4K -1,504 -12%
MAS
60
Madden Advisory Services
Florida
$248K +$251K +10,662 New
EIP
61
Ellis Investment Partners
Pennsylvania
$247K +$28.6K +1,215 +13%
Cerity Partners
62
Cerity Partners
New York
$241K +$243K +10,341 New
T
63
Tableaux
Massachusetts
$239K +$241K +10,249 New
1WM
64
1900 Wealth Management
Texas
$229K +$231K +9,817 New
AAM
65
Ameraudi Asset Management
New York
$224K
Osaic Holdings
66
Osaic Holdings
Arizona
$221K +$128K +5,428 +134%
SL
67
Summitry LLC
California
$219K +$221K +9,415 New
DF
68
Daviman Financial
Indiana
$212K +$214K +9,087 New
MA
69
MCF Advisors
Kentucky
$168K +$170K +7,217 New
APCM
70
Alaska Permanent Capital Management
Alaska
$159K +$1.79K +76 +1%
AWM
71
Activest Wealth Management
Florida
$152K +$153K +6,510 New
ASN
72
Advisory Services Network
Georgia
$125K +$127K +5,382 New
GI
73
GAMMA Investing
California
$122K +$58.8K +2,500 +91%
OCM
74
Orion Capital Management
California
$116K
ATPW
75
Ashton Thomas Private Wealth
Arizona
$105K +$106K +4,514 New